Predict Pre TGE: There are still about 20 minutes to go, but it’s pretty much settled now: a little over 35x, just shy of 40x. A single wallet got $400 in huge gains. Maybe they also lowered the score threshold because there was so much allocation for the launch and not many people eligible to participate. A score of 60 was a threshold anyone with a bit more funds in their account could meet, but they didn’t expect everyone to be so short on cash—coming up with 6 BNB was genuinely a bit too much. Anyway, congrats to everyone who got in.
The market has been cold for far too long, and there haven’t been any big airdrops in ages. I almost forgot that I used to be considered one of the top Binance Alpha bloggers in the Chinese-speaking community. Back then, a casual post analyzing Binance Alpha would get tens of thousands of views (https://x.com/search?q=from%3ANazarick_eth%20%E5%B8%81%E5%AE%89%20Alpha&src=typed_query). And thanks to Binance Alpha, I manually set up five WeChat groups of 500 people each within a week, with no duplicate members. Now my group-owner account is gone, and the groups have pretty much all been shut down. Binance’s first lady, @heyibinance, once said that every generation has its own eggs to collect. It’s true: when it’s time to collect, don’t hesitate or beat around the bush—just charge in and get it done.
My younger sister and the others were excited today, so I sent them some BNB to play Predict. I thought we’d get a big payout—or at least a small one—but nobody came through.
Here’s a harsh truth: people used to say that many KOLs on Twitter couldn’t even afford one BTC. The reality is, many people in crypto can’t even afford 6 BNB.
We gave you a chance, but you just couldn't make the most of it! So what if we lowered it to 60 points? It only hit 20x in 20 minutes. “People with money may not have that many accounts with points, and people with accounts and points may not be able to put up 6 BNB per account to play through the whole thing.”
Things are looking much better than expected! Ten minutes into the sale, and it’s only at 16x. Although Predict lowered the Pre-TGE score threshold to 60, I still don’t think the final oversubscription multiple will be very high! I expected that “people with money might not have points, and people with points might not commit the full 6 BNB.” Now it seems that “people with money might not have that many accounts with points, and those with an account and points might not be able to put up 6 BNB per account to max out their allocation.”
Okay, no more joking. Predict’s Pre-TGE on Binance @BinanceWallet Alpha is definitely worth participating in, because the allocation could be larger than what retail users get from doing the interactions. Predict is Binance Wallet’s 9th Pre-TGE Prime Sale: - $5.8M raise, $290M FDV valuation, $0.29 per token. The pre-market contract is already trading at $1.4, with 20 million tokens on offer (2% of the total supply). - Subscription cap: 6 BNB per person; subscription window: 2 hours. - I don’t think the points threshold will be very high. If it is, this will be a huge windfall. For one thing, far fewer people are farming Alpha now—possibly only 200,000–300,000. And there’s a lot of supply this time: at the pre-market price, the total value is nearly $30 million. At $100 worth of tokens per person, that’s enough for 300,000 people; at $200 per person, enough for 150,000. I’ve put up 6 BNB, so I can’t just make a token effort, right?
I had Surf run some profit estimates based on different subscription multiples and projected prices of $1–$1.4. The subscription multiple will most likely be somewhere between 100 and 150, which makes the profit per account pretty clear: around $100 in pure profit.
The biggest variable is the points cutoff for being able to participate in the TGE, which determines how many people can get in. People with money may not have enough points, and people with enough points may not have all 6 BNB to commit. So my estimate is very conservative; with a bit of luck, the profit per account could be over $200.
Tomorrow, Predict @predictdotfun is launching on Binance Wallet, with a cap of 6 BNB per account. I have a lot of accounts, but not enough BNB. Let me know if anyone with deep pockets would like to partner up. After the launch, you can keep all the profits—I only need my principal back.
A lot of crypto nomads live in Huizhou. Even Sun Ge @justinsuntron went all-in on promoting Huizhou last year. A few days ago, Zuoye Ge asked me whether I wanted to buy an apartment in Huizhou. They only cost 200,000–300,000 yuan each, and prices have already plunged to rock bottom. You really shouldn’t buy one. You can get a vacation there for just a few hundred yuan, so why spend all that money? You might think you could buy one to use for your own vacations and rent it out the rest of the time. But the reality is, you can’t rent it out at all. It could sit vacant for 300 out of 365 days a year.
Is crypto still worth playing? Over the past week, every day I’ve seen news about XX protocol being hacked, XX data being leaked, or XX project’s API getting compromised. So many projects were hit this week—it’s never been this relentless before.
♦️Protocol incidents: - Initia (around 10/23–24): chain halted; attackers minted tokens and drained about $2.6–2.7 million through the bridge - X100 (10/24): governance seat taken over; about $4.85 million in USDT - DotSwap V1 (10/25, officially announced on the 27th): about 8.5 BTC, worth $685,000 - Bloom Trading (10/26): about $950,000 drained from users - Predictfun (officially confirmed on 10/27): about 400,000 USDT (says it will reimburse the full amount) - Tranche Vault (Avalanche) (10/28): about $1.01 million drained through a flash loan - Myriad Markets (10/26): admin wallet hacked; at least 10 markets forcibly resolved (the team says the funds have been recovered) - WAX cross-chain bridge (10/22): ongoing/being confirmed; reported losses are around $75,000 - Electrum (10/24–25): malicious servers replaced transaction history; at least one user signed a real transaction after being prompted to raise the fee (amount undisclosed) - Zipcoin (10/22): shut down after its code repository was compromised - Swell (10/22–23): deposits and withdrawals suspended following an Admin/NAV incident
♦️Data leaks: - Keystone: buyer information and WebAuth verification keys stolen; 18,800 units of inventory need to be voided - Foundation Passport: over 23,000 phishing attempts; around 5,600 mailing addresses, 5,200 phone numbers, and other data may have been exposed - Udesk customer service script: SlowMist found that login data could be stolen and deposit addresses changed (plugin supply chain) - Bithumb: office system hacked; employee information confirmed leaked, while member data is still under investigation
Can we blame AI for all this? If you hadn’t released such powerful tools, how could someone with only limited computing power have found so many vulnerabilities, or broken in so quickly? I know the fault isn’t with the knife, but with the person wielding it—but the knife itself lowers the cost of committing a crime. That week, humanity finally remembered the fear of being ruled by AI. AI is such a great thing, and there’s nothing wrong with people using it to make money. But there are all kinds of ways to make money—you can’t keep going about it the wrong way!
barring any surprises, an ETF for $INJ is likely coming soon. @injective has released two ETF-related guides in a row over the past few days, covering the basics of INJ ETFs, how staking works, and more.
Over the past two months, $INJ has been one of the major altcoins with the densest narrative: RWA institutionalization (an SEC transfer agent, the KRW1 Korean won stablecoin, and tens of billions of dollars' worth of assets coming on-chain), three U.S. ETF filings, and three initiatives—buybacks and burns, plus Stockdrop—rolling out in turn. The price surged from 3.96 on August 18 to an intraday high of 9.42 on October 21, showing tremendous strength.
The current pullback is still fairly healthy. If the ETF gets fully approved in time to catch a broader market rebound, and the price holds above 8.4 on rising volume, the previous double top should be quite easy to break through, setting up a third rally.
Another protocol has been breached by AI: Nexus @swap_on_nexus (not the Nexus where we ran nodes before) was robbed of about 8.5 BTC on October 25. The attacker exploited a legacy V1 server-side signing path, stealing about 8.5 BTC (roughly $685,000) from custodial liquidity pools and accounts over four hours, affecting about 99 types of Runes. The team says AI scripts like these have been hammering them overnight lately. V1 has now been taken offline. https://t.co/tPZe0AbWgB
Injective @injective has signed an MoU with South Korean digital asset custodian BDACS, with plans to introduce KRW1, backed by Korean won reserves, as a KRW settlement tool for trading and payments involving tokenized assets and RWAs on the Injective network.
Injective has long focused on on-chain trading, financial modules, and RWAs. Its partnership with BDACS to introduce the KRW stablecoin KRW1 could significantly expand the INJ ecosystem’s reach in South Korea: - South Korean investors can use KRW directly to subscribe to and redeem on-chain RWAs and receive yield distributions; - KRW-denominated bonds, funds, notes, or yield-bearing products could be launched in the future; - On-chain settlements between Korean institutions can be made directly in a KRW stablecoin, avoiding conversion costs; - If conversion is needed, users can exchange KRW1 directly for USDC, USDT, or other stablecoins on Injective.
We all know South Korea has huge influence in crypto: whenever a token gets listed on a top-tier or second-tier Korean exchange, it can see a massive price surge.
Fueled by this positive news, $INJ has been climbing steadily.
This bull run, $INJ definitely won’t be left behind.
A bunch of people got their feeds spammed by Jacob Coxon’s tweets the other day, right? I looked it up and it already has 160 million reads. This guy used to work on pretraining research at OpenAI and Anthropic for three years. After he left Anthropic, he jumped in to say that these two companies are racing to develop self-improving superintelligence in an irresponsible way—betting human lives. In his original post, he said: “Don’t underestimate the power of this technology. Soon, superhuman systems will appear—able to breach any system, overturn any domain overnight, and obtain real power and resources.”
While I also think this is a bit alarmist, it’s definitely not without basis. After tying it to a book I’ve been reading recently, We Are As God, I’ve had a lot of thoughts. It really isn’t strange that AI could self-evolve to this extent—and it probably isn’t that far off.
Before, I used NeoTrade @NeoSoulAI to run a simulation on Predict.fun for prediction markets. My quota ran out early, and I didn’t notice. In the end, the simulated positions were down by about $200. Judging from the last few predictions it made before it stopped, its win rate really was quite good—winning streak after winning streak. In the prediction markets arena, AI has an inherent advantage over humans. After all, when humans see a specific piece of news, they’re likely to be swayed by emotionally loaded “original” copy-paste articles that have been passed around five or six times. NeoTrade crawls news across the entire web, assesses the information sources, and then draws conclusions. Even if it’s wrong, the results can still be used as a basis to self-correct in subsequent adjustments. And because AI doesn’t have emotions, take-profit and stop-loss are clean and decisive.
For a mature agent, the ability to self-improve has to rely on massive data samples. We see that many great traders have their own trading systems and logic—these are built through continuous trial and error with real money. There are definitely people willing to take risks and sometimes luck plays a role, but no one is born a trading genius, and AI is the same: it must evolve using support from huge data samples. Right now, @NeoSoulAI already has 4 million agents and more than 11 million predictions. These numbers provide a large volume of repeated decisions and corresponding outcomes, giving direction for the agents’ evolution—provided you’re paying for enough compute or tokens.
Did the bull come back? Can the $AIA that delivered a phenomenal TGE in the previous cycle still recreate its glory? Logically speaking, many projects in the last round have already made enough money—so they would do what they need to do and there’s no real reason to pour huge resources into developing new products. If they can keep launching new products, that usually means there are big moves coming later, so it’s worth staying tuned and waiting for the launch. From the updated product lineup, this time the new product Agent Sentry places greater emphasis on the trading side, including fee-rate arbitrage, position holdings, monitoring for abnormal surges in volume, and indicators like premium deviation. Deep involvement in the trading layer is a target for many Agents this year—because in the crypto world, trading is eternal; everything else is just a passing moment.